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Stock Market Rotates To Interest-Rate Sensitive Sectors
The bull market in stocks has been quite volatile in recent days as it rotates and broadens. The triggering event…
Unemployment
17 posts
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Disinflating CPI Broadens Market Rally As Investors Rotate To SMidCaps
This morning, we weren't surprised by June's lower-than-expected CPI report. It does increase the odds of…
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The Economic Week Ahead: July 8-12
Last month, lower-than-expected CPI and PPI inflation readings for May, along with rising unemployment claims for June, raised market expectations…
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Soft Patch Getting Softer. Is That Raising Odds of Fed Rate Cut in September & Stock Market Meltup?
Last week and this week have been good ones for the recession camp of economists. Indeed, the Atlanta Fed'…
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The Economic Week Ahead: July 1-5
We know there will be fireworks on July 4th. The question is whether we should expect any blasts or just…
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Another Soft Patch
The economy has experienced neither a hard landing nor a soft landing since the Fed started tightening monetary policy in…
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Rate Cuts This Year Unlikely As Fed Gets Closer To 2.0% Target
We still expect that the Fed's preferred core PCED inflation measure will fall to the Fed's…
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The Economic Week Ahead: June 24-28
The key indicator everyone's watching this week is May's PCED (Fri). We expect the Fed'…
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Multi-Family Housing Glut?
Today's batch of economic indicators was on the weak side. Indeed, the Citigroup Economic Surprise Index fell deeper…
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Will The Fed Join The Rate-Cutting Pack Of Central Banks?
US stocks rose to record highs on Wednesday. European stocks did the same today after the ECB lowered its official…
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The Economic Week Ahead: June 3-7
This week, May's employment report (Fri) is likely to be the most important one. We expect the labor…
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Another Bowl Of Mixed Nuts
The S&P 500 is consolidating its gains since the October 27 bottom. In recent days, its been trading…
